Senior CAS Advisor

Senior CAS AdvisorMaple Shade, NJFull TimeMid-Senior LevelAbout the RoleWe are seeking a versatile and ambitious Senior Client Accounting Services (CAS) Advisor to join our growing public accounting firm. This unique role blends controller-level advisory (budgets, forecasts, KPIs, client financial reviews) with hands-on CAS responsibilities (oversight of reconciliations, reporting packages, and system/process improvements).The ideal candidate will be comfortable stepping into client-facing advisory conversations while still rolling up their sleeves to ensure accurate, timely accounting deliverables. As our CAS department expands, this position offers significant opportunities for growth, leadership, and long-term impact.Key Responsibilities Advisory & ControllershipDevelop client budgets, forecasts, and KPI dashboardsLead monthly/quarterly financial review meetings with clientsProvide data-driven insights and recommendations to business owners/executivesMentor CAS team members on financial analysis and reporting best practicesOversight & Hands-On SupportReview reconciliations, reporting packages, and financial statements (balance sheet, P&L, cash flow)Troubleshoot accounting system issues and ensure clean, accurate client booksStep in on transactional tasks (AP/AR, payroll entries, catch-up work) when necessary to maintain client service standardsOversee deliverables from AI/outsourced teams, ensuring accuracy and efficiencyClient & Process ManagementAct as a trusted advisor and point-of-contact for assigned clientsConduct onboarding for new CAS clients, ensuring smooth transitionsIdentify opportunities for process automation and workflow improvementsCollaborate with internal team members across service lines to deliver comprehensive solutionsQualifications 5-7+ years of progressive experience in public accounting, controllership, or client services (CAS/outsourced accounting strongly preferred)Strong proficiency in accounting platforms (QuickBooks Online required; Xero/Sage/other experience a plus)Experience preparing budgets, forecasts, KPI dashboards, and presenting financials to managementSolid knowledge of GAAP and financial reporting standardsBachelors degree in Accounting, Finance, or related field (CPA or advanced certification a plus)QBO Advanced Certification preferredExcellent analytical, problem-solving, and critical thinking skillsStrong client-facing communication and interpersonal skillsComfortable managing multiple client accounts and shifting priorities in a fast-growing departmentAdditional Requirements: Valid drivers license and reliable transportation for local client visitsFlexibility to occasionally work extended hours during peak periodsCommitment to maintaining client confidentiality and professional ethicsSchedule can be hybrid, but candidate must be local to conduct client site visits✨ This role is designed for someone ready to bridge the gap between high-level advisory and hands-on CAS work, with the career runway to grow into a future CAS Controller or Manager.Benefits: Competitive salary and performance-based bonuses.Health, dental, and vision insurance.401(k) with firm match.Employer paid life insurance (2x salary)Monthly cell phone stipend of $50401(k) plan and 50% employer match up to 10% of salary - eligible to contribute first day of employmentHSA, FSA, 529 plans, and Supplemental Disability plansTuition, professional dues, and fees reimbursementClient and employee referral bonus programWork/ Life Balance MATTERS!Fridays off in the summer from Memorial Day to Labor Day Generous PTO days and paid holidaysCasual attire and atmosphere Employee Assistance ProgramWe feed you (even if you arent hungry)Company Values and Culture: Looking for a place where open communication, streamlined processes and accountability matter? Look no further. We run on

Created: 2025-11-01